Institutional Ownership Spdr S&P Kensho Intelligent St (SIMS)
This table provides information about the institutional ownership of Spdr S&P Kensho Intelligent St (SIMS). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 72,379 shares, which have been reported (via 13F filing form) to have a value of $2.42 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
13,430
shares
|
$448,293
0.32% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
11,688
shares
|
$390,145
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,447
shares
|
$348,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,085
shares
|
$336,637
0.03% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,311
shares
|
$210,661
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,288
shares
|
$209,893
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,099
shares
|
$203,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,852
shares
|
$195,339
0.0% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,615
shares
|
$53,908
0.0% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
223
shares
|
$7,443
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
195
shares
|
$6,509
0.0% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
91
shares
|
$3,037
0.0% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
40
shares
|
$1,335
0.0% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|